Institutional Ownership Vanguard Mortg Backed Sec ETF (VMBS)
This table provides information about the institutional ownership of Vanguard Mortg Backed Sec ETF (VMBS). We have compiled data on the 628 institutions that hold shares in the stock, with a total of 342 Million shares, which have been reported (via 13F filing form) to have a value of $15.6 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Jamison Private Wealth Management, Inc.
Milton, GA |
Oct 15, 2024 Q3 2024 |
173
shares
|
$7,897
0.0% of portfolio
|
Q2 2024
Reduced 95.21%
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Oct 30, 2024 Q3 2024 |
160
shares
|
$7,304
0.0% of portfolio
|
Q2 2024
Reduced 32.49%
|
|
|
Beacon Capital Management, LLC
|
Nov 07, 2024 Q3 2024 |
157
shares
|
$7,167
0.0% of portfolio
|
Q4 2023
Added 19.85%
|
|
|
Global Trust Asset Management, LLC
|
Oct 23, 2024 Q3 2024 |
156
shares
|
$7,121
0.0% of portfolio
|
Q2 2022
Reduced 72.63%
|
|
|
Bfsg, LLC
|
Oct 16, 2024 Q3 2024 |
145
shares
|
$6,619
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
137
shares
|
$6,254
0.0% of portfolio
|
Q3 2023
Reduced 78.08%
|
|
|
Integrity Financial Corp
|
Oct 21, 2024 Q3 2024 |
128
shares
|
$5,843
0.0% of portfolio
|
Q3 2024
Added 1063.64%
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
127
shares
|
$5,797
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Darwin Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
127
shares
|
$5,797
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Element Wealth, LLC
|
Oct 23, 2024 Q3 2024 |
122
shares
|
$5,569
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Wiser Advisor Group LLC
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
100
shares
|
$4,565
0.01% of portfolio
|
Q3 2024
Added 1.01%
|
|
|
Tidemark, LLC
San Diego, CA |
Nov 07, 2024 Q3 2024 |
100
shares
|
$4,565
0.0% of portfolio
|
Q3 2024
Added 1.01%
|
|
|
Hobbs Group Advisors, LLC
Columbia, SC |
Nov 18, 2024 Q3 2024 |
90
shares
|
$4,108
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Legacy Investment Solutions, LLC
Meridian, ID |
Nov 14, 2024 Q3 2024 |
89
shares
|
$4,062
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Private Capital Management LLC
|
Nov 13, 2024 Q3 2024 |
89
shares
|
$4,062
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
Nov 15, 2024 Q3 2024 |
89
shares
|
$4,062
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Signaturefd, LLC
Atlanta, GA |
Oct 21, 2024 Q3 2024 |
86
shares
|
$3,925
0.0% of portfolio
|
Q3 2024
Reduced 58.05%
|
|
|
Sanctuary Wealth Management, L.L.C.
|
Nov 04, 2024 Q3 2024 |
83
shares
|
$3,788
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Rothschild Investment LLC
Chicago, IL |
Oct 18, 2024 Q3 2024 |
81
shares
|
$3,697
0.0% of portfolio
|
Q3 2024
Reduced 97.79%
|
|
|
Lake Point Wealth Management
|
Jul 19, 2022 Q2 2022 |
73
shares
|
$3,332
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Values First Advisors, Inc.
|
Oct 23, 2024 Q3 2024 |
70
shares
|
$3,195
0.0% of portfolio
|
Q4 2022
Reduced 55.13%
|
|
|
Org Partners LLC
Roanoke, IN |
Oct 11, 2024 Q3 2024 |
64
shares
|
$2,921
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Pin Oak Investment Advisors Inc
Houston, TX |
Nov 13, 2024 Q3 2024 |
63
shares
|
$2,875
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Financial Management Professionals, Inc.
|
Oct 24, 2024 Q3 2024 |
63
shares
|
$2,875
0.0% of portfolio
|
Q3 2024
Reduced 29.21%
|
|
|
Bogart Wealth, LLC
|
Oct 22, 2024 Q3 2024 |
60
shares
|
$2,739
0.0% of portfolio
|
Q4 2022
Reduced 97.01%
|